Compare AU
Compare BEAR vs. SWTZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are BEAR and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | SWTZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $1,175.25 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,270.32 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | SWTZ | |
---|---|---|
Strategy | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.89 % |
Key Summary
BEAR | SWTZ | |
---|---|---|
Issuer | BetaShares | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.89 % |
Price | $7.67 | $2.49 |
Size | $42.599 million | $58.771 million |
10Y return | -58.90 % | N/A |
Annual distribution/ dividend yield (5Y) | 0.28 % | 7.16 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | SWTZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $1,175.25 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,270.32 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | SWTZ | |
---|---|---|
Pros |
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Cons |
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BEAR | SWTZ |
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Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |